T. Rowe Price shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of T. Rowe Price (TROW) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in T. Rowe Price
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Quarterly reported holdings in T. Rowe Price by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 13k | 102.64 |
| 2025-06-30 | $1.2M | 12k | 96.49 |
| 2025-03-31 | $1.0M | 12k | 86.65 |
| 2024-12-31 | $1.2M | 11k | 113.37 |
| 2024-09-30 | $1.1M | 9.8k | 108.92 |
| 2024-06-30 | $1.3M | 11k | 115.31 |
| 2024-03-31 | $974k | 8.0k | 121.92 |
| 2023-12-31 | $630k | 5.9k | 107.69 |
| 2023-09-30 | $507k | 4.8k | 104.87 |
| 2023-06-30 | $451k | 4.0k | 112.02 |
| 2023-03-31 | $272k | 2.4k | 112.90 |
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